Update shared on 20 Nov 2025
Fair value Increased 1.05%Analysts have modestly increased their average price target for Portland General Electric to $48.33 from $47.83, citing stable valuation and earnings outlook following recent sector updates.
Analyst Commentary
Recent street research reflects a balanced outlook on Portland General Electric, with both optimistic and cautious perspectives emerging from the latest updates.
Bullish Takeaways
- Bullish analysts have raised price targets in response to a positive third-quarter earnings season. This suggests confidence in the company’s earnings visibility and sector trends.
- The broader power and utilities sector is described as materially undervalued. Structural tailwinds are seen as benefiting companies like Portland General Electric.
- Sector commentary points to ongoing capital expenditure plans along with a declining cost of capital, which may support future growth and profitable execution for the company.
- There is continued belief in stable fundamentals that support current valuation. Some firms have maintained or increased their price targets.
Bearish Takeaways
- Bearish analysts have downgraded their view due to valuation concerns, pointing out that significant share price appreciation over the past six months has already priced in much of the near-term optimism.
- Key regulatory catalysts remain several months away, which limits the potential for immediate upside and may temper investor enthusiasm.
- Some coverage initiations and price targets suggest a wait-and-see approach. Neutral ratings reflect uncertainties about whether growth prospects will meaningfully drive future earnings.
- There is caution that the market may have already reflected buoyant sector conditions in the company’s share price. This moderates the risk-reward profile at current levels.
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from $47.83 to $48.33 following recent updates.
- Discount Rate has increased marginally from 7.17% to 7.29%, indicating a minor adjustment in risk assumptions.
- Revenue Growth estimates are nearly unchanged, dipping very slightly from 5.32% to 5.32%.
- Net Profit Margin projections have inched up from 11.87% to 11.88%.
- Future P/E ratio expectations have fallen meaningfully, decreasing from 16.45x to 14.94x.
Disclaimer
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